Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s NextEra Energy NEE Stock Holding History

Kovitz Investment Group Partners’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9M Sell
149,515
-3,514
-2% -$312K 0.32% 79
2025
Q4 		$12.3M Sell
153,029
-140,937
-48% -$11.7M 0.27% 83
2025
Q3 		$22.2M Sell
293,966
-23,687
-7% -$1.73M 0.09% 206
2025
Q2 		$22.1M Buy
317,653
+50,889
+19% +$3.53M 0.09% 187
2025
Q1 		$18.9M Buy
266,764
+2,350
+0.9% +$166K 0.09% 179
2024
Q4 		$19M Buy
264,414
+358
+0.1% +$27.8K 0.09% 181
2024
Q3 		$20M Buy
264,056
+99,174
+60% +$7.74M 0.14% 134
2024
Q2 		$11.7M Buy
164,882
+113,696
+222% +$8.07M 0.1% 153
2024
Q1 		$3.27M Buy
51,186
+42,395
+482% +$2.48M 0.04% 251
2023
Q4 		$534K Sell
8,791
-1,151
-12% -$65.6K 0.01% 327
2023
Q3 		$570K Buy
9,942
+108
+1% +$7.48K 0.01% 320
2023
Q2 		$730K Sell
9,834
-1,083
-10% -$82K 0.01% 316
2023
Q1 		$841K Sell
10,917
-885
-7% -$68.1K 0.01% 305
2022
Q4 		$987K Buy
11,802
+41
+0.3% +$3.31K 0.02% 278
2022
Q3 		$922K Sell
11,761
-302
-3% -$25.6K 0.02% 272
2022
Q2 		$934K Sell
12,063
-2,031
-14% -$155K 0.02% 295
2022
Q1 		$1.19M Sell
14,094
-7,434
-35% -$596K 0.02% 280
2021
Q4 		$1.66M Buy
21,528
+1,190
+6% +$103K 0.04% 223
2021
Q3 		$1.6M Sell
20,338
-2,429
-11% -$196K 0.03% 252
2021
Q2 		$1.67M Buy
22,767
+871
+4% +$65.4K 0.03% 254
2021
Q1 		$1.66M Buy
21,896
+368
+2% +$28.7K 0.04% 228
2020
Q4 		$1.66M Sell
21,528
-300
-1% -$22.4K 0.04% 218
2020
Q3 		$1.51M Sell
21,828
-80
-0.4% -$5.52K 0.04% 217
2020
Q2 		$1.31M Sell
21,908
-1,764
-7% -$106K 0.04% 224
2020
Q1 		$1.42M Sell
23,672
-5,700
-19% -$358K 0.05% 206
2019
Q4 		$1.78M Buy
29,372
+12
+0% +$701 0.05% 209
2019
Q3 		$1.71M Sell
29,360
-3,800
-11% -$206K 0.05% 213
2019
Q2 		$1.7M Sell
33,160
-4,100
-11% -$202K 0.05% 206
2019
Q1 		$1.8M Sell
37,260
-12,760
-26% -$583K 0.06% 208
2018
Q4 		$2.17M Sell
50,020
-2,460
-5% -$108K 0.09% 141
2018
Q3 		$2.2M Sell
52,480
-1,380
-3% -$58.7K 0.1% 57
2018
Q2 		$2.25M Sell
53,860
-2,080
-4% -$84K 0.1% 58
2018
Q1 		$2.28M Sell
55,940
-5,856
-9% -$226K 0.11% 56
2017
Q4 		$2.41K Sell
61,796
-3,020
-5% -$117K 0.1% 58
2017
Q3 		$2.38M Sell
64,816
-400
-0.6% -$14.7K 0.12% 55
2017
Q2 		$2.29M Sell
65,216
-10,980
-14% -$375K 0.12% 55
2017
Q1 		$2.44M Sell
76,196
-44,800
-37% -$1.41M 0.13% 58
2016
Q4 		$3.61M Sell
120,996
-1,900
-2% -$56.8K 0.21% 42
2016
Q3 		$3.76M Sell
122,896
-100
-0.1% -$3.15K 0.23% 50
2016
Q2 		$4.01M Sell
122,996
-5,500
-4% -$165K 0.28% 48
2016
Q1 		$3.8M Buy
+128,496
New +$3.61M 0.22% 50

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kovitz Investment Group Partners's NEE Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its NextEra Energy (NEE) stake by 2.3% in Q1 2026, selling an estimated $312K and leaving 149,515 shares worth $13.9M. The position accounts for 0.32% of the portfolio, ranked #79.

Kovitz Investment Group Partners first reported a position in NEE in Q1 2016 and has held it in 41 quarters since. The position peaked at $22.2M in Q3 2025. 3,030 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Kovitz Investment Group Partners held 149,515 shares of NextEra Energy worth $13.9M as of Q1 2026.
  • Kovitz Investment Group Partners sold 3,514 NextEra Energy shares in Q1 2026, an estimated $312K.
  • NextEra Energy made up 0.32% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #79 holding.
  • Kovitz Investment Group Partners first reported a position in NextEra Energy in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's NextEra Energy position peaked at $22.2M in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.